Level Four Advisory Services’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Level Four Advisory Services’s Portfolio IWF Stock Details IWF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.37M	Sell	59,356 -8,868	-13%	-$1.07M	0.21%	124
2026 Q1	$7.27M	Buy	68,224 +4,092	+6%	+$464K	0.24%	114
2025 Q4	$7.59M	Buy	64,132 +76	+0.1%	+$9K	0.25%	99
2025 Q3	$7.5M	Buy	64,056 +2,900	+5%	+$323K	0.26%	97
2025 Q2	$6.49M	Buy	61,156 +19,504	+47%	+$1.86M	0.24%	115
2025 Q1	$3.76M	Buy	41,652 +10,988	+36%	+$1.08M	0.15%	178
2024 Q4	$3.08M	Buy	30,664 +5,140	+20%	+$506K	0.13%	189
2024 Q3	$2.39M	Sell	25,524 -2,944	-10%	-$267K	0.1%	220
2024 Q2	$2.6M	Buy	28,468 +452	+2%	+$38.6K	0.12%	204
2024 Q1	$2.12M	Hold	28,016	–	–	0.12%	194
2023 Q4	$2.12M	Buy	28,016 +3,708	+15%	+$262K	0.12%	190
2023 Q3	$1.62M	Sell	24,308 -3,380	-12%	-$233K	0.1%	214
2023 Q2	$1.9M	Buy	27,688 +5,036	+22%	+$320K	0.11%	195
2023 Q1	$1.38M	Sell	22,652 -4,176	-16%	-$241K	0.09%	224
2022 Q4	$1.44M	Buy	26,828 +8,780	+49%	+$483K	0.11%	199
2022 Q3	$949K	Buy	18,048 +1,316	+8%	+$77.4K	0.09%	214
2022 Q2	$915K	Sell	16,732 -544	-3%	-$32.7K	0.09%	229
2022 Q1	$1.2M	Sell	17,276 -3,400	-16%	-$232K	0.09%	215
2021 Q4	$1.58M	Buy	20,676 +15,976	+340%	+$1.18M	0.12%	184
2021 Q3	$322K	Sell	4,700 -1,652	-26%	-$117K	0.03%	378
2021 Q2	$431K	Sell	6,352 -4,724	-43%	-$305K	0.03%	436
2021 Q1	$673K	Sell	11,076 -13,052	-54%	-$794K	0.05%	329
2020 Q4	$1.46M	Buy	24,128 +796	+3%	+$45.3K	0.12%	186
2020 Q3	$1.26M	Sell	23,332 -1,656	-7%	-$87.2K	0.1%	207
2020 Q2	$1.2M	Sell	24,988 -16,072	-39%	-$708K	0.09%	223
2020 Q1	$1.54M	Sell	41,060 -2,704	-6%	-$117K	0.18%	135
2019 Q4	$2.03M	Buy	43,764 +7,520	+21%	+$314K	0.08%	216
2019 Q3	$1.45M	Sell	36,244 -5,220	-13%	-$209K	0.15%	153
2019 Q2	$1.63M	Sell	41,464 -736	-2%	-$28.5K	0.16%	140
2019 Q1	$1.6M	Sell	42,200 -46,088	-52%	-$1.66M	0.18%	135
2018 Q4	$2.89M	Buy	88,288 +32,248	+58%	+$1.14M	0.36%	68
2018 Q3	$2.19M	Sell	56,040 -940,616	-94%	-$35.6M	0.24%	95
2018 Q2	$35.8M	Sell	996,656 -93,060	-9%	-$3.28M	2.61%	2
2018 Q1	$37.1M	Sell	1,089,716 -91,108	-8%	-$3.19M	2.87%	2
2017 Q4	$39.8M	Buy	1,180,824 +4,300	+0.4%	+$141K	3.09%	2
2017 Q3	$36.8M	Buy	1,176,524 +1,086,520	+1,207%	+$33.3M	3.26%	2
2017 Q2	$2.55M	Sell	90,004 -1,074,180	-92%	-$31.5M	0.39%	67
2017 Q1	$33.1M	Sell	1,164,184 -5,648	-0.5%	-$157K	3.37%	1
2016 Q4	$30.7M	Buy	+1,169,832	New	+$30.4M	3.92%	1

Other funds holding IWF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Level Four Advisory Services's IWF Position: Q2 2026 in Review

Level Four Advisory Services reduced its iShares Russell 1000 Growth ETF (IWF) stake by 13% in Q2 2026, selling an estimated $1.07M and leaving 59,356 shares worth $7.37M. The position accounts for 0.21% of the portfolio, ranked #124.

Level Four Advisory Services first reported a position in IWF in Q4 2016 and has held it in 39 quarters since. The position peaked at $39.8M in Q4 2017. 2,509 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Level Four Advisory Services held 59,356 shares of iShares Russell 1000 Growth ETF worth $7.37M as of Q2 2026.
Level Four Advisory Services sold 8,868 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $1.07M.
iShares Russell 1000 Growth ETF made up 0.21% of Level Four Advisory Services's portfolio in Q2 2026, its #124 holding.
Level Four Advisory Services first reported a position in iShares Russell 1000 Growth ETF in Q4 2016 and has held it in 39 quarters since.
Level Four Advisory Services's iShares Russell 1000 Growth ETF position peaked at $39.8M in Q4 2017.
2,509 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.